Choose Project Team Members dialog box

2 minutes
6 months ago

Choose Project Team Members dialog box

Use this dialog box to select the project team members to add to a list of recipients. Mark the checkboxes of the team members you want to include, then click OK.

To mark several checkboxes at once, select all of the contacts you need by using the Shift or Ctrl keys, then press the Space bar to mark all of the highlighted checkboxes.

Category drop-down

  • Choose All Team Members to list all project team members.

  • Choose Internal Team Members to list all internal project team members (Project Center users).

  • Choose External Team Members to list all external project team members (non-Project Center users).

  • Choose All Contacts to list all contacts in the Project Center contacts database.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the contact that you are searching for (or the email address, or company), enter at least part of the text in this field. The list updates automatically as you type. For example, if the contact you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only contacts that have the letter m somewhere in one of the columns.

Columns

Refer to the Project Team activity center for column descriptions.

Add Team Member

You must be a Project Center administrator to add a project team member.

Click to open the Choose New Team Members from Global Contact List dialog box to add a new contact to the project team.

Add Contact

Click to open the Add Contact dialog box to add a new contact to the Project Center contacts database.

Show Group Members

Mark this checkbox to list the members of groups below the group names.

 

To access this dialog box

Click To or CC from various dialog boxes throughout Project Center.